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Dec 31, 2025
ICL Group Q4 2025 Earnings Report
ICL reported higher sales and adjusted EBITDA in the fourth quarter of 2025, while recording a net loss due to significant one-time adjustments.
Key Takeaways
ICL generated $1.701 billion in Q4 2025 sales, up 6% year over year, with adjusted EBITDA of $380 million. The company reported a net loss of $73 million and operating loss of $16 million, mainly due to $239 million in unusual adjustments.
Q4 sales increased 6% year over year to $1.701 billion.
Adjusted EBITDA rose 10% year over year to $380 million.
Reported net loss of $73 million driven by $239 million in adjustments.
All four operating segments delivered year-over-year sales growth.
Revenue by Segment
Revenue by Geographic Location
Forward Guidance
For 2026, ICL expects consolidated adjusted EBITDA between $1.4 billion and $1.6 billion and potash sales volumes between 4.5 and 4.7 million metric tons.
Positive Outlook
- Adjusted EBITDA guidance of $1.4–$1.6 billion for 2026.
- Expected potash sales volumes of 4.5–4.7 million metric tons.
- Momentum from specialty crop nutrition and food solutions.
- Strategic acquisition of Bartek Ingredients.
- Focus on profitable growth and portfolio optimization.
Challenges Ahead
- Exposure to commodity price volatility.
- Ongoing geopolitical and security risks in Israel.
- Higher raw material and energy costs.
- Potential disruptions to global shipping routes.
- Market uncertainty in phosphate and fertilizer pricing.
Revenue & Expenses
Visualization of income flow from segment revenue to net income
Historical Earnings Impact
Analyze how earnings announcements historically affect stock price performance
Avg. Return Before/After Earnings
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